Evercore Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1482689 New York, NY

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,942,896

+$6,059,439 QoQ

Shares Held

25,798

-4.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#706

of 4,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. LLY ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	130,109	$33,043,781
2	LLY	ELI LILLY & Co This page	25,798	$30,942,896
3	ABBV	AbbVie Inc.	79,804	$20,081,878
4	MRK	Merck & Co., Inc.	91,089	$11,704,936
5	AMGN	Amgen Inc	16,770	$6,072,752
6	PFE	Pfizer Inc	93,409	$2,249,288
7	GILD	Gilead Sciences, Inc.	10,443	$1,319,368
8	BMY	Bristol Myers Squibb Co	21,171	$1,219,873

All Filings in LLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,942,896	25,798	-4.6%	Shares	Sole	2026-08-14
2026-03-31	$24,883,457	27,054	-22.4%	Shares	Sole	2026-05-15
2025-12-31	$37,448,302	34,846	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$26,203,709	34,343	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$28,021,764	35,947	-1.6%	Shares	Defined	2025-08-14
2025-03-31	$30,183,706	36,546	-1.8%	Shares	Sole	2025-05-15
2024-12-31	$28,717,628	37,199	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$33,015,439	37,266	-8.0%	Shares	Defined	2024-11-14
2024-06-30	$36,655,214	40,486	-0.1%	Shares	Defined	2024-08-14
2024-03-31	$31,536,942	40,538	-11.9%	Shares	Defined	2024-05-15
2023-12-31	$26,818,399	46,007	-1.8%	Shares	Defined	2024-02-14
2023-09-30	$25,159,706	46,841	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$22,318,288	47,589	-1.4%	Shares	Defined	2023-08-04
2023-03-31	$16,581,003	48,282	-2.4%	Shares	Defined	2023-05-15
2022-12-31	$18,090,422	49,449	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$16,028,458	49,570	-0.2%	Shares	Defined	2022-11-14
2022-06-30	$16,096,397	49,645	-3.2%	Shares	Sole	2022-08-15
2022-03-31	$14,684,766	51,279	-2.5%	Shares	Defined	2022-05-16
2021-12-31	$14,530,829	52,606	-3.3%	Shares	Sole	2022-02-14
2021-09-30	$12,570,506	54,406	-3.3%	Shares	Defined	2021-11-15
2021-06-30	$12,914,172	56,266	-4.8%	Shares	Defined	2021-08-16
2021-03-31	$11,043,117	59,111	-4.0%	Shares	Defined	2021-05-17
2020-12-31	$10,392,777	61,554	-2.0%	Shares	Defined	2021-02-16
2020-09-30	$9,293,287	62,784	+0.4%	Shares	Defined	2020-11-16
2020-06-30	$10,268,473	62,544	-0.3%	Shares	Defined	2020-08-13
2020-03-31	$8,700,518	62,720	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.